We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
276
CX Institutional
Indiana
$2.53M +$2.49M +16,281 New
OCM
277
One Capital Management
California
$2.53M -$22.3K -146 -0.9%
FCH
278
Freestone Capital Holdings
Washington
$2.52M +$25.5K +167 +1%
Lido Advisors
279
Lido Advisors
California
$2.46M +$2.42M +15,793 New
CC
280
Claybrook Capital
Massachusetts
$2.44M
CWM
281
Cranbrook Wealth Management
Michigan
$2.42M -$70.7K -462 -3%
BFA
282
Bragg Financial Advisors
North Carolina
$2.41M +$10.4K +68 +0.4%
ADL
283
Asset Dedication LLC
California
$2.36M +$2.26M +14,764 +3,805%
KIA
284
KCM Investment Advisors
California
$2.35M -$76.2K -498 -3%
MIAN
285
Mariner Independent Advisor Network
Kansas
$2.34M +$2.3M +15,055 New
GCA
286
Gradient Capital Advisors
California
$2.34M -$7.65K -50 -0.3%
CWM
287
Capital Wealth Management
Rhode Island
$2.29M -$241K -1,574 -10%
TWA
288
Tillar-Wenstrup Advisors
Ohio
$2.29M +$2.25M +14,682 New
JWBC
289
J.W. Burns & Co
New York
$2.27M -$68.7K -449 -3%
APSP
290
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.26M -$43K -281 -2%
FPS
291
Fieldpoint Private Securities
Connecticut
$2.23M +$774K +5,060 +55%
HL
292
HeadInvest LLC
Maine
$2.22M +$1.53K +10 +0.1%
PCA
293
Personal Capital Advisors
California
$2.18M +$135K +881 +7%
EHPM
294
Emery Howard Portfolio Management
California
$2.15M +$15.1K +99 +0.7%
HH
295
Hilltop Holdings
Texas
$2.15M +$1.13M +7,355 +114%
ACM
296
AlphaStar Capital Management
North Carolina
$2.14M +$213K +1,394 +11%
EVM
297
Eaton Vance Management
Massachusetts
$2.13M -$765 -5 -0%
CG
298
Colony Group
Massachusetts
$2.1M -$23.3K -152 -1%
SGCA
299
Steel Grove Capital Advisors
Tennessee
$2.08M +$751K +4,912 +58%
AI
300
Atria Investments
North Carolina
$2.08M -$55.7K -364 -3%